Fund Coordinator, Advancement Services
Full Time
Houston, TX 77024
Posted
Job description
At Memorial Hermann, we're about creating exceptional experiences for both our patients and our employees. Our goal is to provide opportunities for our diverse employee population that develop and grow careers in a team-oriented environment focused on patient care.
Every employee, at every level, begins their journey at Memorial Hermann learning about the history of the organization and its established culture built on trust and integrity. Our employees drive this culture, and we want you to be a part of it.
Job Summary
The Fund Coordinator supports all needs required to manage donor funds and administer fund disbursements on behalf of Memorial Hermann Foundation. Primary responsibility lies in coordinating details within the fund transfer request process, tracking and reporting progress of fund balances and activity. The Coordinator will regularly review fund disbursement reports and transfer projections for accuracy and to proactively support the needs of Foundation. Job Description
MINIMUM QUALIFICATIONS
Education: Bachelor's degree in business, finance or related field or four (4) years of related experience
Licenses/Certifications: (None)
Experience / Knowledge / Skills:
PRINCIPAL ACCOUNTABILITIES
Every employee, at every level, begins their journey at Memorial Hermann learning about the history of the organization and its established culture built on trust and integrity. Our employees drive this culture, and we want you to be a part of it.
Job Summary
The Fund Coordinator supports all needs required to manage donor funds and administer fund disbursements on behalf of Memorial Hermann Foundation. Primary responsibility lies in coordinating details within the fund transfer request process, tracking and reporting progress of fund balances and activity. The Coordinator will regularly review fund disbursement reports and transfer projections for accuracy and to proactively support the needs of Foundation. Job Description
MINIMUM QUALIFICATIONS
Education: Bachelor's degree in business, finance or related field or four (4) years of related experience
Licenses/Certifications: (None)
Experience / Knowledge / Skills:
- Three (3) years of non-profit experience; in a health care fundraising environment a plus.
- General knowledge of financial accounting and general office procedures; fundraising knowledge preferred.
- Must have the ability to comprehend complex financial policies and procedures.
- Previous experience using Windows-based computer software; proficiency in database systems or Raiser's Edge experience a plus.
- Excellent verbal, written and interpersonal communication skills.
- Displays high degree of judgment, discretion and confidentiality.
- Ability to meet competing deadlines in a fast-paced environment.
- Demonstrates commitment to the Partners-in-Caring process by integrating our culture in all internal and external customer interactions; delivers on our brand promise of "we advance health" through innovation, accountability, empowerment, collaboration, compassion and results while ensuring One Memorial Hermann.
PRINCIPAL ACCOUNTABILITIES
- Reviews all submitted transfer requests to ensure proper information is obtained; coordinates transfer approvals and processes requests through to completion.
- Monitors overall transfer process, notifying of any discrepancies or delays.
- Tracks and monitors restricted gifts; partners closely with gift entry team to effectively obtain gift details on a timely basis.
- Supports Director of Advancement Services with all funding report needs.
- Manages funding requests and communications, escalating high priority items as needed.
- Creates new funds as identified and approved by Foundation leadership.
- Updates fund notes, categories and details in Raiser's Edge.
- Collects and tracks metrics and impact statements to enhance donor stewardship and reporting.
- Manages special projects and requests, as assigned by Director of Advancement Services.
- Ensures excellent customer service is provided to key partners and stakeholders, while adhering to Memorial Hermann policies and procedures.
- Ensures safe care to patients, staff and visitors; adheres to all Memorial Hermann policies, procedures, and standards within budgetary specifications including time management, supply management, productivity and quality of service.
- Promotes individual professional growth and development by meeting requirements for mandatory/continuing education and skills competency; supports department-based goals which contribute to the success of the organization; serves as preceptor, mentor and resource to less experienced staff.
- Other duties as assigned.
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